Automation steps: waits, conditions and actions

Between the trigger and the end of a flow, you add steps. Click + on the canvas, choose a step in Add node, then click the step to set it up.

Wait

Pauses the flow before the next step.

1. Under How long should we wait?, choose For a duration or Until a date / time.
2. For a duration, pick a preset (from 5 minutes up to 1 month) or type your own, such as 2 days or 3 weeks. You can use minutes, hours, days, weeks and months.
3. For a date or time, type it, for example next monday or tomorrow 9am.

Condition

Splits the flow into a yes branch and a no branch.

1. Choose the Condition kind: Email opened or Email clicked.
2. Choose the Email to check: an earlier email in the same flow.
3. For clicks, you can enter a specific link in Email link UID (click only), or leave it blank for any link.
4. Set the Timeout: how long to wait for the open or click before taking the no branch. The default is 1 day.

Then add steps under each branch. For example: if they clicked, send a thank-you; if not, send a reminder.

Operation

Changes something about the subscriber. Click Choose action, then pick one:

• Add tag(s) or Remove tag(s): enter the Tags.
• Copy to list or Move to list: choose the Target list.
• Update field: choose the Field to update and enter the New value.

Webhook

Sends data to another app when the subscriber reaches this step. Choose the Method (GET, POST, PUT, PATCH or DELETE) and enter the URL.

Send email

Sends one email. Click Set up email and follow the Setup, Email content and Confirm tabs. See Build an automation.

Tips

• Put a Wait before follow-up emails. Several emails in a row with no gap can feel pushy.
• Use an Operation step at the end to tag people who finished the flow, for example welcome-done. You can then exclude them with a segment.

Related

• Build an automation
• Automation triggers
• Set up a welcome series